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CBARX vs RLBAX
CBARX vs RLBAX Comparison
Open Charts CBARX vs RLBAX
Calvert Balanced R6
Price$41.83
Change-$1.55 (-3.57%)
VolumeN/A
Net Assets1.34B
American Funds American Balanced R1
Price$31.96
Change-$1.21 (-3.65%)
VolumeN/A
Net Assets220.57B
CBARX vs RLBAX Comparison Chart
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CBARX vs. RLBAX commentary
Apr 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CBARX is a Hold and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 221B vs. CBARX (1.34B). CBARX pays higher dividends than RLBAX: CBARX (1.65) vs RLBAX (1.27). CBARX was incepted earlier than RLBAX: CBARX (6 years) vs RLBAX (23 years). RLBAX (1.33) is less costly to investors than CBARX (0.61). RLBAX is a more actively managed with annual turnover of: 171.00 vs. CBARX (153.00). RLBAX has a lower initial minimum investment than CBARX: RLBAX (250) vs CBARX (5000000). CBARX annual gain was more profitable for investors over the last year : 0.49 vs. RLBAX (-2.37). CBARX return over 5 years is better than : 48.79 vs. RLBAX (36.44).
| CBARX | RLBAX | CBARX / RLBAX | |
| Total Expense Ratio | 0.61 | 1.33 | 46% |
| Annual Report Gross Expense Ratio | 0.61 | 1.33 | 46% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | -7.790 | -5.910 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 221B | 1% |
| Annual Yield % from dividends | 1.65 | 1.27 | 129% |
| Returns for 1 year | 0.49 | -2.37 | -21% |
| Returns for 3 years | 10.04 | 4.34 | 231% |
| Returns for 5 years | 48.79 | 36.44 | 134% |
| Returns for 10 years | N/A | 36.66 | - |